Automate JotForm Responses to Outlook Emails Using Pabbly Connect

Learn how to automate JotForm responses to multiple Outlook email addresses with Pabbly Connect. Step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating JotForm responses to multiple Outlook email addresses, you first need to access Pabbly Connect. Visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. If you are a new user, click on ‘Sign up for free’ to create an account and receive 100 free tasks per month.

Once registered, log in to your account. You will find the dashboard where you can create and manage your workflows. To set up the automation, click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Send JotForm Responses to Multiple Email Addresses’.

2. Setting Up the Trigger with JotForm

The next step involves setting up a trigger using JotForm in Pabbly Connect. Select JotForm as your trigger application and the trigger event as ‘New Response’. This event will activate the workflow each time a new form submission is made.

After selecting the trigger event, Pabbly Connect provides a webhook URL. This URL will be used to connect JotForm with Pabbly Connect. Copy this URL and navigate to your JotForm account to set up the integration.

• Open the specific form you want to connect.
• Go to the Settings tab and select Integrations.
• Search for Webhooks and paste the copied URL.

After completing the integration, go back to Pabbly Connect, where it will indicate that it is waiting for a webhook response. This means you are ready for the next step.

3. Testing the Trigger with JotForm Submission

To test the trigger, you need to submit a test response through the JotForm. Fill out the form with sample data, including the name, email address, employee ID, and video topic, then submit it. This action will send the data to Pabbly Connect.

Once the form is submitted, return to Pabbly Connect and check for the received response. You should see all the details from the JotForm submission captured in your Pabbly dashboard, confirming that the trigger is functioning correctly.

• Ensure that all fields are filled accurately in the JotForm.
• Check the response details in Pabbly Connect for verification.

This successful test indicates that the connection between JotForm and Pabbly Connect is properly established, paving the way to set up the action for sending emails.

4. Setting Up the Action with Microsoft Outlook

Now, it’s time to set up the action using Microsoft Outlook via Pabbly Connect. Select Microsoft 365 as your action application and choose the action event ‘Send Mail to Multiple Users’. This will allow you to send the JotForm responses to multiple email addresses.

Click on ‘Connect’ to establish a new connection with your Microsoft 365 account. Once authorized, you can start mapping the data received from JotForm to the email fields in the action setup. For the email subject, you can enter a static subject like ‘Daily Work Report Details’.

Map the employee’s name, ID, and video details to the email body. Specify the recipient email addresses in the required format. Use commas to separate multiple email addresses.

After setting up the email content and recipients, click on ‘Save and Send Test Request’. This will trigger the email to be sent to the specified addresses, confirming the successful integration between Pabbly Connect and Outlook.

5. Verifying Email Delivery

After sending the test email, check the specified email addresses to confirm that the email has been received. You should see the email with the subject ‘Daily Work Report Details’ and the mapped content from the JotForm submission.

This verification step is crucial to ensure that your workflow is functioning as intended. If the email is received correctly, it indicates that the integration between JotForm, Pabbly Connect, and Microsoft Outlook is successful.

Repeat the test submission with different data to ensure consistency. Monitor the email delivery for any issues or errors.

Once confirmed, your automation is fully operational, allowing you to streamline the process of sending JotForm responses to multiple email addresses via Outlook using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate JotForm responses to multiple Outlook email addresses using Pabbly Connect. By following the steps outlined, you can efficiently set up and manage your automated workflows, ensuring timely communication within your organization.